See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,665 | $54,705-11.0% | $71,209-31.7% | $84,808-42.6% |
| Participation rate | 97.8% | 64.1%+33.8pp | 73.8%+24.1pp | 68.3%+29.5pp |
| Annual return | 33.11% | 35.90%-2.8pp | 282.51%-249.4pp | 40.90%-7.8pp |
| Employer contribution / active EE | $3,850 | $2,158+78.4% | $2,721+41.5% | $2,631+46.3% |
| Participant deferral / active EE | $9,565 | $3,030+215.6% | $4,175+129.1% | $4,212+127.1% |
| Admin fee / account holder | $342 | $4,863-93.0% | $5,349-93.6% | $7,344-95.3% |